Opes Wealth Management LLC grew its holdings in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 6.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 344,721 shares of the company’s stock after acquiring an additional 19,878 shares during the period. iShares California Muni Bond ETF comprises about 4.0% of Opes Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Opes Wealth Management LLC owned approximately 0.71% of iShares California Muni Bond ETF worth $19,746,000 at the end of the most recent quarter.
Several other large investors also recently modified their holdings of CMF. Charles Schwab Investment Management Inc. lifted its position in shares of iShares California Muni Bond ETF by 37.9% during the third quarter. Charles Schwab Investment Management Inc. now owns 13,245,170 shares of the company’s stock worth $769,677,000 after purchasing an additional 3,640,060 shares during the last quarter. FMR LLC lifted its position in shares of iShares California Muni Bond ETF by 4.6% during the third quarter. FMR LLC now owns 5,909,686 shares of the company’s stock worth $343,412,000 after purchasing an additional 261,806 shares during the last quarter. EP Wealth Advisors LLC lifted its position in shares of iShares California Muni Bond ETF by 2.8% during the third quarter. EP Wealth Advisors LLC now owns 1,309,215 shares of the company’s stock worth $76,078,000 after purchasing an additional 35,505 shares during the last quarter. Bailard Inc. lifted its position in shares of iShares California Muni Bond ETF by 19.3% during the third quarter. Bailard Inc. now owns 849,445 shares of the company’s stock worth $49,361,000 after purchasing an additional 137,348 shares during the last quarter. Finally, Life Planning Partners Inc lifted its position in shares of iShares California Muni Bond ETF by 6,321.2% during the fourth quarter. Life Planning Partners Inc now owns 477,543 shares of the company’s stock worth $27,354,000 after purchasing an additional 470,106 shares during the last quarter.
iShares California Muni Bond ETF Stock Up 0.1 %
Shares of CMF stock opened at $56.89 on Friday. iShares California Muni Bond ETF has a one year low of $56.32 and a one year high of $58.18. The company’s 50-day simple moving average is $57.05 and its 200-day simple moving average is $57.45.
About iShares California Muni Bond ETF
iShares California AMT-Free Muni Bond ETF (the Fund), formerly iShares S&P California AMT-Free Municipal Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the S&P California AMT-Free Municipal Bond Index (the Index), which measures the performance of the investment-grade segment of the California municipal bond market and the components primarily include transportation and utilities companies.
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